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Opal Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History

Opal Wealth Advisors’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-600
Closed -$9.23K – 375
2024
Q2 		$9.23K Buy
+600
New +$10.7K ﹤0.01% 674

Other funds holding CLF

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Opal Wealth Advisors's CLF Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Cleveland-Cliffs (CLF) in Q3 2024, closing a stake of 600 shares — an estimated $9.23K sold.

Opal Wealth Advisors first reported a position in CLF in Q2 2024 and held it in 1 quarter. The position peaked at $9.23K in Q2 2024. 565 funds tracked by Wall St. Rank hold CLF as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Cleveland-Cliffs position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 600 Cleveland-Cliffs shares in Q3 2024, an estimated $9.23K.
  • Opal Wealth Advisors first reported a position in Cleveland-Cliffs in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Cleveland-Cliffs position peaked at $9.23K in Q2 2024.
  • 565 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.